See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 26-2219855 | Recordkeeping | $19,500 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,773 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,504 | $49,138+19.1% | $84,015-30.4% | $65,185-10.2% |
| Participation rate | 83.6% | 60.7%+22.9pp | 69.0%+14.6pp | 70.2%+13.4pp |
| Annual return | 21.45% | 23.00%-1.6pp | 71.31%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,177 | $914+247.7% | $1,983+60.2% | $2,177+45.9% |
| Participant deferral / active EE | $5,867 | $2,397+144.8% | $3,239+81.2% | $3,514+67.0% |
| Admin fee / account holder | $215 | $543-60.4% | $6,101-96.5% | $847-74.6% |